Good Morning: This is a daily review of the stocks in your portfolio, updated on Wednesday, July 23, 2025 at 7:17 AM (UTC). The data is lagged by ~1 day.


Summary Table

Charts

AAPL

AAPL Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0819167 -0.1196556 9180.833 1
Buy_Hold -0.0476191 -0.0701688 9571.001 1

##### AAPL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AAPLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AAPL Interactive

AMZN

AMZN Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0279145 0.041908 10279.14 2
Buy_Hold 0.0624474 0.094530 10862.94 1

##### AMZN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMZNStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMZN Interactive

BA

BA Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3870003 0.6287476 13870.00 4
Buy_Hold 0.6323497 1.0764953 15694.46 1

##### BA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BA Interactive

BABA

BABA Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2867232 0.4563171 12867.23 4
Buy_Hold 0.3120652 0.4992919 13042.68 1

##### BABA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BABAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BABA Interactive

BYDDY

BYDDY Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.4250098 0.6957488 14250.10 4
Buy_Hold 0.4586198 0.7557313 14523.81 1

##### BYDDY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BYDDYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BYDDY Interactive

COST

COST Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0568246 0.0859038 10568.25 3
Buy_Hold 0.0084393 0.0126101 10124.84 1

##### COST Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COSTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COST Interactive

CRCL

CRCL Backtest 1yr
## [1] NA
## [1] NA
CRCL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRCLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRCL Interactive

CRWV

CRWV Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.00000 0.00000 10000.00 0
Buy_Hold 2.24425 43.80149 33274.36 1

##### CRWV Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRWVStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRWV Interactive

EL

EL Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1543478 0.2386590 11543.48 2
Buy_Hold 0.4158447 0.6795118 14113.54 1

##### EL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ELStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
EL Interactive

ELF

ELF Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0260994 -0.0386669 9739.006 1
Buy_Hold -0.0561971 -0.0826292 8775.047 1

##### ELF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ELFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ELF Interactive

GELYF

GELYF Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2834225 0.4507501 12834.23 2
Buy_Hold 0.3426967 0.5517830 13426.97 1

##### GELYF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GELYFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GELYF Interactive

GLD

GLD Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0000000 0.0000000 10000.00 0
Buy_Hold 0.3302192 0.5303294 13099.33 1

##### GLD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GLDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GLD Interactive

GOOGL

GOOGL Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0097097 0.0145129 10097.1 1
Buy_Hold 0.0696556 0.1056213 10602.9 1

##### GOOGL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GOOGLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GOOGL Interactive

JPM

JPM Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1152636 0.176646 11152.64 2
Buy_Hold 0.2084508 0.326214 12113.64 1

##### JPM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
JPMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
JPM Interactive

MSFT

MSFT Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0474003 0.0714960 10474.00 2
Buy_Hold 0.1883113 0.2933924 11983.44 1

##### MSFT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSFTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSFT Interactive

NBIS

NBIS Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.8103621 1.423038 18103.62 4
Buy_Hold 1.7469036 3.512010 26253.22 1

##### NBIS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NBISStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NBIS Interactive

NET

NET Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0413862 0.0623347 10413.86 2
Buy_Hold 1.0236830 1.8608593 20843.36 1

##### NET Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NETStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NET Interactive

NVDA

NVDA Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0935063 0.1425819 10935.06 2
Buy_Hold 0.1419293 0.2188415 11204.80 1

##### NVDA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NVDAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NVDA Interactive

O

O Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1034156 0.1580554 11034.16 2
Buy_Hold 0.0165202 0.0247333 10067.89 1

##### O Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
OStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
O Interactive

QQQ

QQQ Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0580855 0.0878362 10580.85 4
Buy_Hold 0.0956564 0.1459336 10953.36 1

##### QQQ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQ Interactive

QQQM

QQQM Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0579287 0.0875958 10579.29 4
Buy_Hold 0.0959067 0.1463239 10955.95 1

##### QQQM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQM Interactive

SCHD

SCHD Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0148282 -0.0220300 9851.718 1
Buy_Hold -0.0610135 -0.0896011 9402.831 1

##### SCHD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SCHDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SCHD Interactive

TCMD

TCMD Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.4154476 -0.5509396 5845.524 1
Buy_Hold -0.3840937 -0.5145548 6306.818 1

##### TCMD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TCMDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TCMD Interactive

TSM

TSM Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1990801 0.3109087 11990.80 1
Buy_Hold 0.2568306 0.4061575 12190.81 1

##### TSM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TSMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TSM Interactive

V

V Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1164150 0.1784578 11164.15 3
Buy_Hold 0.1369393 0.2109082 11369.03 1

##### V Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
V Interactive

VDADX

VDADX Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0651552 0.0986922 10651.55 2
Buy_Hold 0.0266910 0.0400593 10266.91 1

##### VDADX Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDADXStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDADX Interactive

VDE

VDE Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0974436 0.1487219 10974.436 4
Buy_Hold -0.0921750 -0.1342829 9096.838 1

##### VDE Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDEStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDE Interactive

VOO

VOO Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1093384 0.1673366 11093.38 4
Buy_Hold 0.0526747 0.0795516 10524.26 1

##### VOO Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VOOStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VOO Interactive

VUG

VUG Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0564442 0.0853209 10564.44 4
Buy_Hold 0.0946111 0.1443038 10935.67 1

##### VUG Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VUGStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VUG Interactive

VYM

VYM Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0363874 0.0547400 10363.87 2
Buy_Hold 0.0273796 0.0410996 10265.23 1

##### VYM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VYMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VYM Interactive